AMANTANI UK ANNUAL ACCOUNTS YEAR ENDED DECEMBER 31[st] 2023
www.amantani.org.uk info@amantani.org.uk Charity Reg. 1131489
Principal and Registered Address:
22 Hertford Road, Digswell, Welwyn,Hertfordshire, AL6 0DE, England
Governing Document: Trust Deed Trustees who served during the year of 2023:
Jonathan Palfreyman (Chair) Pauline Alvarez Benjamin Beavan Mike Branson India Jankel
Fundraising Manager: Catriona Spaven-Donn Finance Manager: David Whitworth
Bank: CAF Bank LTD
25 Kings Hill Avenue, Kings Hill, West Malling, Kent, ME19 4JQ
Independent Examiner:
Nick Johnson (FCAA): Simpsons FM, Pentlow, Sudbury, Suffolk, CO10 7JT.
This report covers Amantani’s activities in the UK and Peru from 1st January 2023 to 31st December 2023. Amantani was formally established in May 2008 and in April 2009 became a registered charity (Registered Charity Number 1131489).
Risk Assessment
The trustees have assessed the major risks to which the charity is exposed and are satisfied that appropriate systems have been implemented to mitigate exposure to the major risks.
STRATEGIC FRAMEWORK
GENDER EQUALITY: We firmly believe in gender equality and actively work towards encouraging fair opportunities for everybody, regardless of their gender.
YOUTH PARTICIPATION: We ensure young people are heard, become agents of change and are actively involved in the decision-making process at Amantani.
INTERCULTURALITY: We respect and promote diversity and the cultural heritage of the communities we work with.
SOCIAL JUSTICE: Our work stems from recognising the talents and skills of the people we work with.
AYNI (RECIPROCITY): We integrate this Quechua principle to promote horizontal relationships of reciprocity across all our work.
RESPONSIBILITY: We encourage participants and team members to act responsibly exercising mutual respect, honesty and commitment.
INDIVIDUALISED SUPPORT : We create highly personalised strategies for each participant in our programmes.
STRENGTH PERSPECTIVE: We focus on the individual talents of each young person.
TRANSITIONS PROJECT IN CUSCO AND AMAZON YOUTH PROJECT IN LORETO
Our TRANSITIONS PROJECT IN CUSCO includes three phases:
Phase 2: Scholarships Programme Participants 100 young people aged 18-25. studylng at technlcal colleges or unlversities Focus & Result Acce81 to Opportunity: At Least 90/0 of participants complete each academic year Financial Scholarships: Cover academlc fees. transport. connectivity. study materlols (including o laptop). and a daily meal. Academic Support: Identificatlon of problematic areos ond who con help, liaison with further education institutions. Psychosocial Support: Help participants deal with life os a student far from hom6. Youth Hub: A safe ploce to study, use computers and socialise with other students. Student Council- Elected representatives take an active role in supporting peers and making decisions with the Amantani team. Parent Involvement: Porents and guardions contribute to living costs and get involved in their children's education through attendance at meetings and participation in activities/workshops. Activities
Phase 3: Employability Programme Participants 127 young people aged 16-25. participating in the Transitions Project Focus & Result Foir Employment ' All project graduotes have the personal and technical capabilities to obtain fair employment and 75/0 enter the workforce within a year of graduating. Careers guidance and vocational orientation. Workshops supporting CV writing. interview ondjob seorch skills. Support to find work experience andjobs on graduation. Relationship building with local empLoyers ond employment agencies. Activities
Our AMAZON YOUTH PROJECT, inspired by our Transitions model in Cusco but diverse in its participants, geography and culture, includes two phases:
2023 marked Amantani’s 15[th] year of operation!
On 21[st] May 2023, we celebrated in both Ccorca, Cusco and Iquitos, Loreto. Our programme participants performed traditional dances; parents and families came along to join in the celebrations.
“Without doubt, the path we have been forging over the past 15 years is thanks to the effort, commitment and drive of our team and the support of the larger Amantaní family of donors and friends. We have advanced so much in improving the quality of life of many families in indigenous communities, impacting individual, family and community development. Congratulations to everyone and let’s keep on building equality and equity for many more years to come!” - Executive Director, Rodrigo Bustos
During our 2023 Cusco Pathways Programme:
Overall, on our Scholarships Programme :
- 90 young people were supported in our Pathways, Scholarships and Employability
programmes
-
25 students graduated
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3 students who are also mothers completed their courses this year
STUDENT SPOTLIGHT
This year, Yulisa was in her last year of her Industrial Food Processing course . She and her son fell ill, meaning that she found it difficult to work on her graduation project and attend work experience.
Our strategy to help her involved working with her tutor at her institute, conversations with Yulisa, and her parents. The student and parent councils were also involved. Yulisa’s teacher spoke with her to motivate her, encourage her against leaving the programme, and offer practical support.
By the end of the year, Yulisa finished her studies, handed in her project, and graduated! She is now in the process of getting her professional certificate.
During 2023, the Employability Programme provided vocational orientation for the new Pathways Programme cohort and helped this year’s 25 graduates to prepare for employment. In addition to individual tutoring, Six employability workshops covered CV writing, using Excel and job search platforms, personal finances, personal image and interview skills, and female entrepreneurship. Four of the workshops were delivered by local organisations as part of our Corporate Volunteering Programme. A tertiary education institution, a local bank, and a female-run café all shared important information with the participants to help them prepare for the workplace.
Our AMAZON YOUTH PROJECT also deepened its impact in supporting students from remote Amazonian communities.
During the Pathways Programme in the River Napo community of Santa Clotilde in April and October 2023:
While, on the Scholarships Programme :
-
14 young people were supported to access tertiary education
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10 workshops were run by our tutors on personal development, comprehensive sexuality education and academic techniques, among other themes
-
4 young people completed their second year of tertiary education
STUDENT SPOTLIGHT
Paolo is from a rural, Amazonian community, four hours from Santa Clotilde. He was in his last year of school when Amantani ran the first Pathways Programme. “The Pathways Programme helped me to look to the future and decide what to study. They taught us to see our weaknesses, qualities and skills,” Paolo shares.
When he discovered that he had been selected for the Scholarships Programme, Paolo was very excited and went to visit his parents. “I told them I got the scholarship and they were really proud of me.”
During 2023, Paolo finished his second year of a technical nursing qualification. He lives at the Youth Hub in Iquitos, where he became a leader and a mentor over the course of the year. Once he has finished his course, Paolo would like to bring his siblings to Iquitos, so they can keep studying. “In the future, I’d like to travel abroad and follow my dreams.”
ETHICAL TRADE PROGRAMME
42 artisans participated in the project in 2023. Two women left the project during the year, one due to health issues and the other because she started her own small business. The other 39 women and one man continue working toward financial independence through the sale of their beautiful designs. Our monthly meetings continued to be a space for the artisans and team to converse about daily life and personal development, share designs, receive products and make payments, and share meals. For the first time, we added a personal development programme to deepen the impact of the project in the lives of the participants. We ran three workshops covering themes proposed by the artisans . Information was provided in Quechua and the team conducted follow up after each session. In 2023, 15,900 products were made and 13,855 products were sold.
INDEPENDENT EXAMINER’S REPORT
Report to the trustees of Amantani UK (Charity Reg No 1131489) on accounts for the year ended 31st December 2023.
Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.
It is my responsibility to:
-
examine the accounts under section 145 of the Charities Act,
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to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and • to state whether particular matters have come to my attention.
Basis of independent examiner’s statement
My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
Independent examiner's statement
In connection with my examination, no matter has come to my attention which gives me reasonable cause to believe that in, any material respect, the requirements:
- to keep accounting records in accordance with section 130 of the Charities Act; and
• to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act have not been met; or to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Name: Nick Johnson
Relevant professional qualification(s) or body (if any): FCCA Address: Simpsons FM, Pentlow, Sudbury, Suffolk, CO10 7JT
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Signed: Date: 28/03/2024
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| Statement of Financial Activities | ||||||
|---|---|---|---|---|---|---|
| Unrestricted | Restricted | Total | Total | |||
| 2023 | 2023 | 2023 | 2022 | |||
| INCOMING RESOURCES | Note | £ | £ | £ | £ | |
| Voluntary income: | ||||||
| Individual Giving | 7,196 | 378 | 7,574 | 10,073 | ||
| Regular Giving | 22,360 | - | 22,360 | 22,295 | ||
| Grants | 46,074 | 178,644 | 224,718 | 254,216 | ||
| Corporate Partnerships | - | 2,640 | 2,640 | - | ||
| Activities: | ||||||
| Events | - | - | - | - | ||
| Schools | - | - | - | 53 | ||
| Trade | 31,356 | - | 31,356 |
37,012 | ||
| Sundry income | - | - | - | - | ||
| ~~Total incoming resources~~ | ~~2~~ | 106,986 | 181,662 | 288,648 | ~~323,649~~ | |
| RESOURCES EXPENDED | ||||||
| Charitable activities: | ||||||
| Amazon Youth Project | 12,165 | 27,833 | 39,998 | - |
||
| Campus - Infrastructure | 3,324 | 3,324 | 985 |
|||
| Transitions | 20,930 | 174,617 | 195,547 | 237,857 |
||
| Ethical Trade Meet My World Communication |
37,945 2,852 11,054 |
- - - |
37,945 2,852 11,054 |
10,147 5,868 5,590 |
||
| Costs of generating funds: | ||||||
| Voluntary Income | 46,021 | - | 46,021 | 40,167 |
||
| Governance: | ||||||
| Insurance & Bank Charges | 895 | - | 895 | 6 |
||
| ~~Total resources expended~~ | ~~2~~ | ~~135,186~~ | ~~202,450~~ | ~~337,636~~ | ~~300,620~~ | |
| ~~Net income/ (expenditure)~~ | ~~(28,199)~~ | ~~(20,789)~~ | ~~(48,988)~~ | ~~23,029~~ | ||
| Total funds brought forward | 186,033 | 25,788 | 209,408 | 186,379 | ||
| Total funds carried forward | 157,834 | 5,000 | 160,421 | 209,408 |
Balance Sheet Amantani UK As at 31 December 2023
| 31/12/2023 | 31/12/2022 | |
|---|---|---|
| £ | £ | |
| Assets | ||
| Current Assets | ||
| Prepayments | - | - |
| Accrued income | 6,036 | 3,002 |
| Cash at bank and in hand | 154,385 | 206,406 |
| Total Current Assets | 160,421 | 209,408 |
| Total Assets | 160,421 | 209,408 |
| Liabilities | ||
| Current Liabilities | ||
| Accrued expenses | - | - |
| Deferred Income | - | - |
| Total Current Liabilities | - | - |
| Total Liabilities | - | - |
| Net Assets | 160,421 | 209,408 |
| Equity | ||
| Current Year Earnings | (48,988) | 23,029 |
| Retained Earnings | 209,408 | 186,379 |
| Total Equity | 160,421 | 209,408 |
Accounting policies
1.1 Preparation basis
The accounts have been prepared under accruals basis in accordance with Financial Reporting Standard FRS102 effective 1 January 2015, the Statement of Recommended Practices (SORP) and Charities Act 2011.
1.2 Incoming resources
Voluntary income is recognised as an incoming resource when notification of the income in writing is received. The income from the fundraising activities is shown as revenue, with the incurred costs included in the fundraising cost.
1.3 Resources expended
Governance costs are those incurred through the administration of the charity and compliance with constitutional and statutory requirements. Where possible, costs are allocated directly to the activities to which they relate. Other costs are then allocated between charitable activities and fundraising costs based on the apportionment of direct costs.
Support costs include human resource and general administration expenses, monitoring and evaluation and travel expenses.
Expenditure is accounted for on an accruals basis. Fundraising expenditure consists of expenses generated through the encouragement of people to contribute financially to the charity’s work. Fundraising expenditure incurred by Amantani Peru, but paid for by Amantani UK, is recharged to Amantani Peru by deducting funds from transfers made.
| Restricted funds Balance at 31 Dec Incoming Outgoing Balance Restricted funds consolidated 2022 £ Resources £ Resources £ at 31 Dec 2023 £ Amazon Youth Project 7,523 25,310 27,833 5,000 Transitions Total 18,265 25,788 156,352 181,662 174,617 202,450 - 5,000 |
|
|---|---|
| STAFF The average monthly number of full time employees during the year was: 1.2. Time records show the allocation of their time as follows: 2023 2022 Fundraising & Admin 1.2 1.4 Programmes - 0.2 Gross Salaries & Wages(inc NI) 41,389 45,273 |
| PROJECT SUPPORT COSTS | ||||
|---|---|---|---|---|
| TOTAL | FUNDRAISING | CHARITABLE | BASIS OF | |
| COSTS | £ | ACTIVITIES £ | APPORTIONMENT | |
| £ | ||||
| Staff | 41,389 | 41,176 | 213 | Staff time |
| Office & Peru travel | 6,748 | 5,741 | 1,007 | Staff time and nature of expenditure |
| TOTAL | 48,137 | 46,917 | 1,220 | |
| DIRECT | ||||
| ACTIVITIES | SUPPORT | TOTAL | ||
| £ | COSTS £ | £ | ||
| Amazon Youth Project | 39,830 | 168 | 39,998 | Based on expenditure in Peru |
| Campus - Infrastructure | 3,310 | 14 | 3,324 | Based on expenditure in Peru |
| Communication | 11,008 | 46 | 11,054 | Based on expenditure in Peru |
| Transitions | 194,727 | 821 | 195,547 | Based on expenditure in Peru |
| Ethical Trade | 37,785 | 159 | 37,945 | Based on expenditure in Peru |
| MMW | 2,840 | 12 | 2,852 | Based on expenditure in Peru |
| - | ||||
| TOTAL | 289,500 | 1,220 | 290,720 |
Reserves policy
Funds generated during a financial period which are not needed for project costs in are held in non exotic currency in both Amantani UK and Amantani Peru. The trustees have agreed to continue with a policy that Amantani should hold reserves to cover three months running costs of Amantani as a whole, including the UK and Peru, and so reserves have remained the same at £115,000. Of this total, £85,000 is held in Amantani UK, and £30,000 is held in Amantani Peru.
Related parties
During the year, there were no related party transactions
Trustees
The trustees have not received any remuneration or reimbursement of expenses during the year.
END